Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,918 | $102,382-42.5% | $147,005-59.9% | $80,874-27.1% |
| Participation rate | 79.5% | 75.8%+3.7pp | 82.2%-2.6pp | 67.6%+11.9pp |
| Annual return | 12.42% | 134.89%-122.5pp | 418.76%-406.3pp | 35.62%-23.2pp |
| Employer contribution / active EE | $273 | $3,715-92.7% | $4,934-94.5% | $2,756-90.1% |
| Participant deferral / active EE | $1,641 | $6,646-75.3% | $8,070-79.7% | $4,297-61.8% |
| Admin fee / account holder | $970 | $7,942-87.8% | $13,006-92.5% | $6,935-86.0% |